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Gifts of Securities

Your donation of securities – shares, bonds or mutual funds – can be an effective and affordable way to protect Ontario’s natural heritage.

Muskoka © Benedek, instock

About

Donations of publicly traded securities to a registered charity are exempt from capital gains tax. With your gift, you will receive a charitable tax receipt from Ontario Nature for the full market value of your donated securities at the date of the transfer.

Download the securities transfer form.

Common loon © Peter Ferguson

Why Make a Gift of Securities?

“Giving donations of securities has important tax benefits. There are variables to consider, including capital gains, and how to maximize your benefits will depend on your particular situation. It’s a great idea to talk to your financial advisor about what works best for you.
 
I personally give securities because I enjoy the satisfaction of seeing my donations go to work right away. And I know that, for Ontario Nature, they can put my gift to use immediately, funding the most urgent priorities for nature.”
– Chris Robinson, PhD CFPretired™ CPA, CA, Professor Emeritus of Finance and Senior Scholar, York University, Fellow of FP Canada
Chris Robinson

Learn More

Kirsten DahlFor more information on how to make a gift of securities and the tax benefits, please contact Ontario Nature’s fundraising director, Kirsten Dahl.

Contact Kirsten directly at 1-800-440-2366 ext. 235.

Great spangled fritillary © Jenna Siu